AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHV icon
351
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$225K 0.02%
8,126
+6
OHI icon
352
Omega Healthcare
OHI
$11.7B
$222K 0.02%
6,066
+1,138
VMC icon
353
Vulcan Materials
VMC
$39.2B
$222K 0.02%
851
-86
VIGI icon
354
Vanguard International Dividend Appreciation ETF
VIGI
$8.58B
$220K 0.02%
2,441
COF icon
355
Capital One
COF
$140B
$219K 0.02%
1,031
+378
CCEP icon
356
Coca-Cola Europacific Partners
CCEP
$40.5B
$219K 0.02%
2,360
-310
BIZD icon
357
VanEck BDC Income ETF
BIZD
$1.54B
$217K 0.02%
13,329
MNST icon
358
Monster Beverage
MNST
$65.5B
$217K 0.02%
3,458
-195
SYY icon
359
Sysco
SYY
$35.6B
$216K 0.02%
2,851
+1
CPAY icon
360
Corpay
CPAY
$18.9B
$214K 0.02%
645
-125
CTRE icon
361
CareTrust REIT
CTRE
$7.57B
$214K 0.02%
6,981
+1,441
PH icon
362
Parker-Hannifin
PH
$98.6B
$211K 0.02%
302
-10
SWKS icon
363
Skyworks Solutions
SWKS
$12B
$211K 0.02%
2,829
-609
CACI icon
364
CACI
CACI
$12.5B
$210K 0.02%
441
-15
QLD icon
365
ProShares Ultra QQQ
QLD
$10.9B
$205K 0.02%
1,740
+53
MSI icon
366
Motorola Solutions
MSI
$72.5B
$205K 0.02%
487
+68
SPOT icon
367
Spotify
SPOT
$137B
$203K 0.02%
265
-3
FRDM icon
368
Freedom 100 Emerging Markets ETF
FRDM
$1.56B
$202K 0.02%
5,010
-494
SNV icon
369
Synovus
SNV
$6.18B
$201K 0.02%
3,878
-214
FDVV icon
370
Fidelity High Dividend ETF
FDVV
$7.05B
$201K 0.02%
3,855
+14
HON icon
371
Honeywell
HON
$135B
$200K 0.02%
860
+1
HSY icon
372
Hershey
HSY
$35.5B
$195K 0.02%
1,177
HPE icon
373
Hewlett Packard
HPE
$32.3B
$195K 0.02%
9,550
IXC icon
374
iShares Global Energy ETF
IXC
$1.88B
$195K 0.02%
4,961
+60
IWN icon
375
iShares Russell 2000 Value ETF
IWN
$12.2B
$195K 0.02%
1,234
13 14
15
16 17